When an individual dies, his or her personal representative must step in to deal with the assets, liabilities, obligations, and last wishes left behind. Whether you have been appointed as the executor of a carefully thought-out estate plan or left to pick up the pieces for a loved one who died without a Will, you probably have a lot of questions.
Our team of trusted advisors is here to help shoulder the weight of this responsibility and guide you through each step of the process. In addition to advising on relevant legal considerations and preparing any required legal documents, we will help you manage the unavoidable complexities that often emerge in the course of administering an estate. We will also ensure you are aware of the potential sources of liability for a personal representative and assist you in identifying appropriate steps to mitigate this risk.
If you have any questions about the estate of a loved one or would like to schedule a meeting to discuss the estate administration process with one of our lawyers, please reach out to Catie Attwood at cattwood@linmac.com.
We have experience in:
Assisting personal representatives and trustees with all aspects of estate and trust administration
Preparing applications for grants of probate, administration, resealed or ancillary grants, etc.
Preparing documents to transmit and transfer property to beneficiaries
Advising on taxation of estates and trusts
Post-mortem tax planning
Preparing documents and acting for the personal representatives in any court proceedings
Corresponding with the Office of the Public Guardian and Trustee on behalf of personal representatives, beneficiaries, and guardians
Clients:
Personal representatives (executors and prospective administrators)
